+1,024.8%
MSTR vs FIVN
+263.1%
+761.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.7% | -5.3% | -3.5% |
| 7D | -4.0% | -19.3% | +15.3% | +2.5% |
| 30D | -18.6% | -20.7% | +2.1% | -12.5% |
| 3M | +25.6% | -15.1% | +40.6% | +31.2% |
| 6M | -33.1% | +30.6% | -63.7% | -40.4% |
| YTD | -17.3% | +44.0% | -61.3% | -30.5% |
| 1Y | -48.1% | +45.5% | -93.6% | -56.6% |
| 3Y | +154.2% | -52.8% | +207.0% | +192.3% |
| 5Y | +46.2% | -82.6% | +128.8% | +115.7% |
| 10Y | +554.5% | +109.4% | +445.2% | +527.9% |
| All | +1,024.8% | +263.1% | +761.6% | +842.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling